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Senior Client Service & Admin Associate – Wealth Management
Job in
Cherry Hill Township, Cherry Hill, Camden County, New Jersey, 08002, USA
Listed on 2026-01-12
Listing for:
Cooperidge Consulting Firm
Full Time
position Listed on 2026-01-12
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A boutique financial advisory firm in Cherry Hill, NJ, seeks a Client Service Associate / Administrative Assistant to support a senior executive. The role requires managing client relations, organizing meetings, and handling sensitive information with discretion. Candidates should have 5-7 years of experience in a client service role, preferably within wealth management, and possess strong skills in Microsoft Office and communication.
Benefits include comprehensive insurance, a 401(k) with matching, and opportunities for advancement.
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Position Requirements
10+ Years
work experience
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